Client Retention
The latest news about client retention for financial advisors, investment advisors, wealth managers and other industry professionals.
Our Clients Want Us to Text Them. Here's How.
By Brian McLaughlinTexting comes with regulatory challenges, but it's clients' preferred communication method.
September 19, 2022
9 Lessons Advisors Can Learn From Queen Elizabeth IIThe popular, long-reigning monarch had many habits and traits that advisors can emulate.
September 15, 2022
Retired NHL Player Went From the Ice to InvestmentsJason Platt discusses his career shift after his friend's death, shaping clients' financial plans and dismissing recession fears.
September 12, 2022
Gen Xers Are Worried About Inflation, Skeptical of Advisors: State StreetCurrent market conditions could make now a good time to build trust with these investors, according to State Street Global Advisors.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 22, 2022
Is a 40-Year Mortgage a Wise Choice?These mortgages are offered by some online lenders and small banks, but aren't backed by Fannie Mae or Freddie Mac.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.